Reporting

• Guide to Tabular Reporting

  The Tabular Reporting feature in our system offers flexibility in creating and customizing reports for Contracts, Planning, and Evaluations. This guide covers how to genera...

• Configuring Remote Columns and Defining Remote Form Relationships

  Remote columns allow you to pull in data from related forms, extending your report’s scope. Understanding how these relationships work and how to configure them properly is...

• Common eForm Relationships (Remote and Advanced Columns)

  CORE modules are made up of various eForms that link to each other. You can then report on these eForms using tabular reporting. The context form is the eForm used for the ...

• Enterprise Reports Guide

  There are a variety of different reports that can be run by the Super Admin, Local Group Administrators, Panel Administrators and Local Group Managers within the enterpri...

• Supplier Report on Requests Received and Responses Submitted

  To provide this information to a Supplier, please use this link to the same article in the VendorPanel Supplier's Help Centre: https://vendorpanelsuppliers.zendesk.com/hc...

• Exporting a Post-Close Communications Report

  A Post-Close Communications report is a file that is included in the RFx download package. This file will contain all post-close messages and attachments between a Buyer ...

• Assigning a Panel Admin rights to be able to configure and administer SSR for a given list

  Select Local Groups and Users under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu). Next to the Administrators Group, click th...

• Check Supplier Reporting Activity and Progress

  To view suppliers' activity and progress for a list you manage, navigate to the reporting progress view from the dashboard. Dashboard view with icon and navigation to sup...

• Closing off a Reporting Period

  You can close off reporting periods for a list by clicking on the Close-off reporting link on the dashboard. Dashboard - Close-off reporting link Closing off periods is d...

• Configuring Unit/Volume reporting for a Supplier List

  From the Supplier Self Reporting dashboard, navigate to the list you wish to configure and click on the settings button. Dashboard - List and settings button This will l...

• Enabled Supplier Self-Reporting on a Supplier List

  From the Supplier Self-Reporting dashboard, navigate to the list you wish to configure and click on the settings button.Dashboard - List and settings button This will lea...

• Exporting Report Data

  Data can be exported list-wide (for all suppliers and periods) in CSV format. You can export: Reporting Compliance, which details the supplier's progress and activity). ...

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• How Suppliers complete a Supplier Self Report (SSR)

  If a Supplier is registered on a Supplier List that requires them to report their sales activities, they may be required to submit reports through VendorPanel's Supplier ...

• Supplier Self Reporting (SSR) FAQs for Suppliers

  If a Supplier is registered on a List where they are required to report on their sales activity, they may be asked to do this using the Supplier Self-Reporting functional...